IT Sapiens Analytic Reporting for SugarCRM
•Download as PPTX, PDF•
1 like•499 views
Review this slide deck from a recent BrainSell webinar to learn how you can take your CRM reporting to the next level with IT Sapiens Analytic Reporting for SugarCRM.
Recommended
More Related Content
What's hot
What's hot (20)
Similar to IT Sapiens Analytic Reporting for SugarCRM
Similar to IT Sapiens Analytic Reporting for SugarCRM (20)
More from BrainSell Technologies
More from BrainSell Technologies (20)
Recently uploaded
Recently uploaded (20)
IT Sapiens Analytic Reporting for SugarCRM
- 1. IT Sapiens Analytic Reporting Tool for SugarCRM
- 2. Presenters Ali Lipman Customer Success Manager BrainSell Eva Narunovska Founder and CEO IT Sapiens
- 3. Who We Are About BrainSell • Founded in 1994 • Based in Topsfield, MA • We deliver unbiased technology advice and consulting services to clients of all sizes, across North America • A SugarCRM Elite Partner for 9 years and counting! Engineering smart growth with business savvy, software and consulting services. “ ”
- 4. Today's Agenda • The benefits of tracking Key Performance Indicators using CRM data • Side-by-side comparison of SugarCRM standard reports and IT Sapiens Analytic Reporting Tool • Live demo of IT Sapiens Analytic Reporting Tool for SugarCRM • Q&A
- 5. The Benefits of Tracking KPIs in Your CRM • BETTER PERFORMANCE INSIGHTS • Track your sales pipeline from start to finish, measure the success of your marketing efforts, lead conversions, bookings, sales by region, product performance, and more! • INTERDEPARTMENTAL VISIBILITY AND ACCOUNTABILITY • Boost user-adoption by making CRM the go-to place for key insights into personal, and team-wide metrics Arm leadership with the information they need to make informed business decisions
- 7. A CLOSER LOOK: IT SAPIENS ANALYTIC REPORTING FOR SUGARCRM
- 8. IT Sapiens Analytic Reporting Pricing IT Sapiens Analytic Reporting Pricing $10 per user/per month Billed annually
- 9. Questions?
- 10. Try IT Sapiens Analytic Reporting Tool Free for 30 days Ready to up your business intelligence game and experience IT Sapiens Analytic Reporting for yourself? Contact us for a complimentary trial, over 100 reports, and 1:1 training. Send your request to: alipman@brainsell.net
- 11. For More Information sales@brainsell.net (866) 356-2654 www.brainsell.net Follow us on Twitter: @BrainSell
Editor's Notes
- Ali Lipman is the Customer Success Manager at BrainSell and she’ll talk a little bit more about BrainSell in just a moment. Eva Narunovska is the founder of IT Sapiens. She began as a SQL report writer 17 years ago and has since worked as a developer, business and IT analyst in the finance industry, and cross-border business intelligence program manager at Swedbank. She founded IT Sapiens in 2009 to address feedback about reporting functionality in CRM systems. The Analytic Reporting tool for SugarCRM was developed alongside Sugar users to provide a winning combination of powerful reporting capabilities, ease of use, elegant design, and easy setup.
- Talk about BrainSell: We were founded in 1994 just north of Boston and have almost 25 years of expertise in all things business technology. We offer a collaborative and unbiased approach to business tech, specializing in CRM, ERP, Marketing Automation, development, and consulting services. We’ve been a SugarCRM Elite Partner for 9 years!
- Read off slide
- The Benefits of Tracking KPIs in Your CRM: KPIs are key performance indicators. These are the metrics that you’ve determined help predict the health of your business. These will be different for every department. For example, tracking sales pipeline for your sales team, lead conversions for your development team, and product performance. Your CRM is more than a rolodex, it’s a powerful tool that sees your sales cycle through from beginning to end. The reportable data housed in your CRM saves your team members time by providing them with interdepartmental visibility into customer information. Utilizing the reporting feature to track KPIs is also a clever way to boost user-adoption by incorporating metrics into a sales meeting where progress is tracked. In the end, you want to use your CRM to arm leadership with information they need to make informed business decisions.
- SugarCRM can do that. Its out-of-the-box functionality allows users to create summary, summation, and matrix reports with intelligent dashboarding capabilities. As you can see, IT Sapiens Analytic Reporting takes that functionality and more than doubles it. I could talk about each one of these features, but its way more fun to show it. I’ll hand it over to Eva.